For Projects Financially Assisted by The

Historic Trust

Sample Prequalification Regulations

for Projects Financially Assisted by the

New Jersey Historic Trust

Updated August 2016

Department of Community Affairs Division of Local Government Services

Email: [email protected] Telephone: (609) 292-6110 PROJECT FACT SHEET

Complete Name of Project:

Location:

Owner:

Phone: Fax:

Email Address:

Owner’s Project Manager:

Phone: Fax:

Email Address:

Architect:

Phone: Fax:

Email Address:

Project Funding:

Background Information:

Project Objective:

Scope of Work:

HT1 PREQUALIFICATION REGULATIONS FOR (Complete Name of Project)

(Proper Name of Public Entity)

STATEMENT OF GENERAL NOTICE

(Complete Name of Project) is located in (Proper Name of Public Entity, Name of County), New Jersey. The property is (eligible for listing or listed) on the New Jersey and National Registers of Historic Places. All work done on this project must conform to the Secretary of the Interior’s Standards for the Treatment of Historic Properties (revised 1995), and is subject to review by the New Jersey Historic Trust and the State Historic Preservation Office. The scope of work consists of a single contract for: (The following items are only examples in a sample scope of work. The public owner would provide an actual scope of work). General conditions; acquisition of permits and approvals are not provided by the owner; provision of temporary facilities and controls; selective demolition, paint removal, earthwork, subdrainage systems; terra cotta replacement, masonry cleaning, brick masonry replacement and/or restoration, terra cotta masonry restoration, cast stone restoration; metal fabrications; rough carpentry, finish carpentry, wood restoration; cold formed metal framing, flashing and sheet metal, gutters and downspout, joint sealers; special coatings of metals, and painting, and identifying devices for the preservation/restoration of the (Complete Name of Project) according to the Project Manual, plans and specifications.

The principal activities involved in this project include: (Examples only. Public owner should list the most important preservation and restoration activities).

(1) Project Supervision and Administration of Historic Preservation Projects (2) Archaeologically Sensitive Site Work (3) Historic Masonry Restoration (4) Electrical Installation in a Historic Building

The architect is (Proper Name of Architectural Firm, Complete Address, Telephone Number, Email Address and Fax Number). The owner’s project contact is (Name of a Public Employee, Title of Individual, Address of Individual, Telephone Number, Email Address and Fax Number). A Fact Sheet(s) describing the project and scope of work is included. A set of plans and specifications will be available for inspection in the office of the (Location of Public Entity with complete address). All prospective bidders are encouraged but not required to visit the project site.

The funding stipulations for the New Jersey Historic Trust require that prospective bidders must submit a completed Qualifications Statement as set forth herein. A completed Bidder’s

HT2 Qualifications Statement must be submitted in (number of copies) to (Proper Name of Public Entity and Complete Address) by (Time) prevailing time on (Date). Failure to complete the Bidder’s Qualifications Statement could result in disqualification of the prospective bidder.

The qualifications of prospective bidders will be evaluated by representatives of (Proper Name of Public Entity), the New Jersey Historic Trust, and the project architect(s) in accordance with the Evaluation Criteria set forth herein. Prospective bidders whose Bidder’s Qualifications Statements are determined to be acceptable will be identified as Qualified Bidders.

(Proper Name of Public Entity) will notify in writing the Prospective Bidders who have been determined to be Qualified Bidders.* (Proper Name of Public Entity) governing body will issue bid proposal forms, plans and specifications only to Qualified Bidders. Only bids received from Qualified Bidders will be opened.

The successful Prequalified Bidders must submit with the bid the name or names of all subcontractors to whom the bidder will subcontract and evidence of performance surety for themselves as well as all subcontractors. (Proper Name of Public Entity) will submit to the New Jersey Historic Trust for its review and approval the qualifications of all the subcontractors who will be used on the project.

*Please Note: It is recommended that prospective bidders who are deemed ineligible to receive plans and specifications should also be notified in writing by the contracting unit.

HT3 STATEMENT OF BIDDER’S QUALIFICATIONS/CRITERIA FOR EVALUATING PROSPECTIVE BIDDERS

The following six (6) criteria will be used for evaluating the qualifications of prospective bidders. The evaluation will be based on information in the Statement of Qualifications provided by prospective bidders as well as information supplied by the bidders’ references.

Note: Items (1) and (2) are required as conditions of financial assistance by the New Jersey Historic Trust. Items 3-6 are offered as samples for the public owner’s consideration. Additional similar requirements may be considered by the owner.

(1) The prospective bidder, acting as general contractor, will be required to demonstrate verifiable, successful experience in Project Supervision and Administration of Historic Preservation Projects. This experience shall include at least two (2) projects involving separate historic buildings or sites of similar activities and scope of work as the subject project, completed in compliance with the Secretary of the Interior’s Standards for the Treatment of Historic Properties (revised 1995) within the past five (5) years preceding the date of the execution of this Qualifications Statement. At least one of the projects must have been reviewed by a State Historic Preservation Office, or New Jersey Historic Trust, or the historic review body of a county or municipal authority. Each project must be at least ($ Dollar Value)*.

(2) The prospective bidder’s proposed project superintendent/manager will be required to demonstrate verifiable, successful experience in Project Supervision and Administration of Historic Preservation Projects. This experience shall include at least two (2) projects involving separate historic buildings or sites of similar activities and scope of work as the subject project, completed in compliance with the Secretary of the Interior’s Standards for the Treatment of Historic Properties (revised 1995) within the past five (5) years preceding the date of the execution of this Qualifications Statement. At least one of the projects must have been reviewed by a State Historic Preservation Office, or New Jersey Historic Trust, or the historic review body of a county or municipal authority. Each project must be at least ($ Dollar Value)*.

(3) The prospective bidder must not have wrongfully defaulted on a contract or had work terminated for non-performance within the past (5) years.

*For projects under $100,000, exclude this sentence referencing minimum dollar value. Please consult New Jersey Historic Trust for further guidance.

HT4 (4) The prospective bidder must not have been denied a consent of surety, a bid bond, or a performance bond within the past twelve (12) months, based on the bidder’s inability to meet a surety’s reasonable underwriting standards.

(5) The prospective bidder must provide the name and title of all principal members of prospective bidder’s staff, and indicate the availability of each of those principal members for this particular project.

(6) On all projects currently underway, the prospective bidder must demonstrate the following:

a. Adherence to the project completion schedule mutually agreed upon between the contractor and the client. Deviation from the schedule must be due to factors outside of the contractor’s control. b. Lack of workmanship defects resulting from a failure to build a structure or component part of a structure pursuant to architectural and engineering plans and specifications. c. Timely submittal of shop drawings, product literature, samples, mock-ups, requests for information and applications for payment.

HT5 Bidder’s Questionnaire

(This is only a sample form based on the Statement of General Notice, and Statement of Bidder’s Qualifications/Criteria)

This form must be completed and submitted by prospective bidders who wish to be considered for the project. Failure to complete the Bidder’s Questionnaire could result in disqualification of the prospected bidder. Attachments to this sheet are acceptable (please label properly).

1. Name and Address of Firm:______

2. Under what other name(s) has your business operated?______

3. Business form (corporation, partnership, LLC, etc.)______Date of formation:______Principal location:______Names and Titles of corporate officers, LLC members, or partners and their number of years with the business:______

4. Has your firm or any predecessor firm defaulted on a contract or had work terminated for non-performance within the last five (5) years? If so, on a separate sheet describe the project, owner, date, and circumstances/reasons.

5. Has your firm or any predecessor firm been denied a consent of surety, a bid bond, or a performance bond within the past twelve (12) months? If so, on a separate sheet describe the circumstances/reasons.

6. General Contractor:

Provide evidence of successful experience on at least two (2) projects involving separate historic buildings or sites of similar activities and scope of work as the subject project, completed in compliance with the Secretary of the Interior’s Standard for the Treatment of Historic Properties (revised 1995) within the past five (5) years preceding the date of the execution of the Bidder’s Questionnaire. At least one of these projects must have been reviewed by a State Historic Preservation Office, or New Jersey Historic Trust, or the historic review body of a county or municipal authority. Each project must be at least ($ Dollar Value)*.

* For projects under $100,000, exclude this sentence referencing minimum dollar value. Please consult New Jersey Historic Trust for further guidance. HT6 Project #1

Project Name:______Location:______Construction Cost:______Completion Date:______Approximate Construction Date of the Historic Building or Site:______Project Superintendent/Manager:______Scope of Work and Nature of Project:______Owner:______Owner’s Contact Person:______Phone:______Fax:______Email Address: ______Architect:______Architect’s Contact Person:______Phone:______Fax:______Email Address: ______Historical Review Agency:______

Project #2

HT7 7. Proposed Project Superintendent/Manager:

Provide evidence of successful experience on at least two (2) projects involving separate historic buildings or sites of similar activities and scope of work as the subject project, completed in compliance with the Secretary of the Interior’s Standards for the Treatment of Historic Properties (revised 1995) within the past five (5) years preceding the date of the execution of the Bidder’s Questionnaire. At least one of these projects must have been reviewed by a State Historic Preservation Office, or New Jersey Historic Trust, or the historic review body of a county or municipal authority. Each project must be at least ($ Dollar Value)*.

Name and Address of Project Superintendent/Manager:______Project #1 Project Name:______Location:______Construction Cost:______Completion Date:______Approximate Construction Date of the Historic Building or Site:______Scope of Work and Nature of Project:______Owner:______Owner’s Contact Person:______Phone:______Fax:______Email Address: ______Architect:______Architect’s Contact Person:______Email Address: ______Phone:______Fax:______Historical Review Agency:______

Project #2 Project Name:______Location:______Construction Cost:______Completion Date:______Approximate Construction Date of the Historic Building or Site:______Scope of Work and Nature of Project:______

* For projects under $100,000, exclude this sentence referencing minimum dollar value. Please consult New Jersey Historic Trust for further guidance. HT8 Owner:______Owner’s Contact Person:______Phone:______Fax:______Email Address:______Architect:______Architect’s Contact Person:______Phone:______Fax:______Email Address: ______Historical Review Agency:______

8. Provide a list of the names, titles, and years of experience of all principal members of the prospective bidder’s staff who will be available and assigned to this particular project.

9. General Contractor:

PROVIDE THE FOLLOWING INFORMATION ON ALL CURRENT PROJECTS IN PROGRESS: (If necessary, include additional sheets.)

Project Name:______Location:______Owner:______Phone:______Architect:______Phone:______Contract Amount:______Scheduled Completion Date:______Architect’s Contact Person:______Phone/Email:______

Project Name:______Location:______Owner:______Phone:______Architect:______Phone:______Contract Amount:______Scheduled Completion Date:______Architect’s Contact Person:______Phone/Email:______HT9 CERTIFICATION I (We) the undersigned certify the truth and correctness of all statements and answers contained herein.

DATE:______NAME OF POTENTIAL BIDDER:______ADDRESS OF BIDDER:______TELEPHONE AND FAX:______EMAIL ADDRESS:______BY (sign name and title):______(Print/type name and title):______WITNESSED: (If a Corporation, by the secretary of the corporation) BY (sign name, no stamps):______(Print/type name and title):______

Subscribed and sworn to before me this ______day of ______, 20____ Notary Public of the State of______My commission expires ______(Seal)

HT10